Posts by MeritMarketing
Financial Literacy with Max Baer
One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether you’re in the early years of your career or have a child beginning theirs, here are some quick tips to start your financial journey. Stay Connected with Merit: Subscribe to our YouTube…
Read MoreMerit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
ATLANTA —[March 27, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Access Investment Advisors (“AIA”). The firm, based in Manitowoc, WI, will expand Merit’s existing presence in the…
Read MoreMarch 2024 Market Update
In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor.   Stay Connected. Stay Informed. Follow us on…
Read MoreThree Reasons Life Insurance Should be Part of Your Wealth Plan
As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and often-used tools in wealth planning efforts is life insurance. Here’s why—and how you can start thinking about life insurance and whether it should be part…
Read MoreThis Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart financial decisions throughout their life. But also, the better they are with money, the less likely they are to ask you for it, right? We can only hope. It’s estimated…
Read MoreMerit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest
Growing RIA adds more than $542 million in total assets. ATLANTA – [March 13, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Viren and Associates, Inc. (“Viren”). The…
Read MoreEpisode 6: Estate Planning 101 – What is Probate?
In our final Estate Planning 101 video, Merit Financial Advisors’ Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often seem like a daunting endeavor. She clarifies that probate isn’t as expensive or complicated as some may think. Kelly walks us through the general steps of probate, like filing petitions…
Read MoreEpisode 5: Estate Planning 101 – Do I Need A Trust?
Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are familiar with the term “trust” but may not fully understand its significance or whether it’s necessary for their estate planning needs. Kelly provides valuable insights into the world of trusts,…
Read MoreSuper Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the United States government, but the stress of completing them can take a toll on our mental health. According to a recent survey from U.S. News,…
Read MoreMerit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – [March 6, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today a strategic…
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